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Ostrofe Financial Consultants, Inc

565 Brunswick Rd Ste 15
Grass Valley, CA, 95945
(800) 399-5489
Ostrofe Financial Consultants, Inc., is the oldest and largest S.E.C. fee-based, Nevada County-based Registered Investment Advisor (by asset size, based on research 11/14 at www.adviserinfo.sec.gov) located in Grass Valley, California

420 Sierra College Drive, Suite 200  Grass Valley, CA 95945  •  800-399-5489

Ostrofe Financial Consultants, Inc

  • Home
  • Our Team
  • About Us
    • What We Are Good At
    • What You Can Expect
  • News
  • Contact

What I Do and How I Can Help

May 12, 2016 Seth Leishman

One of the reasons I became an independent financial advisor 20 years ago was to provide comprehensive financial planning to my clients. This means that I care about your entire financial picture, not just your investment accounts. In the same way a good doctor will ask about your diet and exercise habits and review your records before making a diagnosis, I strive to take a holistic approach.

Comprehensive Financial Planning

A great investment portfolio means nothing if your financial plan doesn’t include a comprehensive strategy that is created to work in harmony including:

  • Retirement Income Planning

  • Investment Management

  • Social Security Analysis

  • Estate Planning

  • Tax Planning

  • Legacy Planning

  • Life Insurance

  • Long Term Disability Insurance

  • Long Term Care Insurance

  • Educational Savings Planning

I create a comprehensive financial planning strategy and collaborate with your other financial professionals including CPAs and Estate Planning Attorneys to work together as a trusted team.

How It Works

It is my goal to help clients prepare for retirement and pursue their financial dreams in a fun and personal way. I aim to take the fear and stress out of financial planning so you can feel more confident and relaxed about your financial future.

To do this, I work closely with my clients on an ongoing basis, often spanning years and generations. I provide ongoing comprehensive financial planning by using the following process:

  1. Gathering and organizing financial data

  2. Evaluating current financial position

  3. Identifying problems and areas of opportunity

  4. Making recommendations and providing education

  5. Offering investments and insurance products at the most reasonable cost

  6. Monitoring investments on a daily basis and meeting for annual reviews

How I Can Help

Did you know that a second opinion isn’t just important for medical problems? I always welcome the opportunity to meet someone new and offer a complimentary second opinion on their financial plan. I only take on new clients that I believe I can truly help, so it’s important to get to know more about your financial situation before we decide to work together.

Once we have had a chance to get to know each other, if we both feel that the relationship is a good fit, we move forward. The next step is for you to fill out a confidential financial questionnaire and schedule a meeting to review the information together and talk about the next steps.

Get Started Now

If you have questions about your financial plan or seek an unbiased second opinion, I am here to help. To get started now, simply reply to this email, or call 530-273-4425. If you’re a client with our firm and you’ve enjoyed working with us, we hope you’ll refer a friend, colleague, or family member who may benefit from our services. For a no-obligation consultation, call my office at 530-273-4425.

About Rick Fisher

Rick Fisher is a financial consultant offering comprehensive financial planning and investment management with Ostrofe Financial Consultants, Inc. in Grass Valley, California. Rick serves clients in 15 states, though most reside in California, including the greater Sacramento, Los Angeles and San Diego areas.

Credentials and Experience

Rick holds FINRA Series 7, 63, 65, 24, and 51 licenses and is supported by Ostrofe Financial Consultants and is registered with National Planning Corporation. He also holds his California Insurance License and the designation of CERTIFIED FINANCIAL PLANNER™ professional (CFP®). He holds himself to their high standards of integrity, objectivity, professionalism and confidentiality. Please note: NPC does not render tax or legal advice.

 

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Ostrofe Financial Consultants, Inc., a Registered Investment Advisor and separate entity from LPL Financial.

 

The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, CT, GA, HI, IA, ID, IL, IN, KS, MD, ME, MI, MN, MT, NC, NH, NM, NV, NY, OH, OR, PA, SC TX, UT, VA, WA.

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